uFinancial Group

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    5001 Louise Drive, Suite 300 Mechanicsburg, PA 17055
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    Who We Are

    At uFinancial Group, we help you realize your dreams by guiding you to make good financial decisions. We work alongside you to implement your personalized uFinancial Journey, a custom seven-step strategy designed to help you discover and achieve your financial goals.

    Serving the Central Pennsylvania region for over 120 years, we have helped more than 52,000 individuals, families and businesses1 grow their future through a variety of financial products and services. Headquartered in Mechanicsburg, PA, and with offices in State College, Lancaster, Exton, Kennett Square, Chambersburg, Chadds Ford and Williamsport, uFinancial employs over 100 financial professionals and 200 staff people with expertise to help position you for financial success.

    Our Community

    Not only are we committed to helping our clients build a stable financial future, but we are also dedicated to giving back to communities where we live and work. uFinancial Group's community involvement through charitable organizations and meaningful civic events is deeply important to us.

    Our Measures of Community Value

    Through 2013, uFinancial Group has:

    • over $5.4 billion of life insurance coverage in force2.
    • paid over $21.5 million in life insurance benefits3 and $2.7 million in disability income insurance benefits (claims)4 to our clients.
    • paid $19.7 million in dividends5 to uFinancial Group clients who own eligible participating whole life policies with MassMutual.
    • distributed $2 million in free6 life insurance to eligible families as part of MassMutual’s LifeBridgeSM Program.

     

    1 An insured, owner, or payer of a MassMutual policy or contract (12/31/2013).

    2 Amount of individual life insurance in force at the end of the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (12/31/2013).

    3 Amount of individual life insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (12/31/2013).

    4 Amount of disability income insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company (12/31/2013).

    5 The amount of dividends to whole life policyowners in 2013.

    6 MassMutual pays the premiums (12/31/2013).

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory Office: 5001 Louise Drive, Suite 300, Mechanicsburg, PA 17055; Phone: 717-791-3300.

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    Financial services representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of general agents with whom they contract.

    You Have a Vision
    for Your Future.

    Our Financial Professionals can help you turn it into reality. Discover the benefits of working with us, and find out how we can help.

    Still not sure what you need?

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